Every part earns its place

Just enough CRM to bill correctly.

• Billing and registered addresses, VAT and company numbers
• Multiple contacts with billing and contract roles
• Client-level defaults for currency, payment terms and tax
• Full activity history — every invoice, payment and change

The commercial agreement is a first-class record, not a note.

• Start and end dates, renewal type and notice period
• Contract value, with invoiced and unbilled consumption tracked against it
• PO requirements enforced before an invoice can be sent
• Signed documents, SOWs and amendments in private storage

Rates live on the contract and are versioned by date.

• Day, hour, fixed, monthly or unit billing types
• Valid-from and valid-until windows, so mid-year uplifts just work
• Per-rate tax treatment overriding the contract default
• Historical invoices keep the rate they were actually raised on

Time tracking is optional, never mandatory.

• Log a day, a half day, or hours against a contract rate
• Or simply enter “12.5 days” while building the invoice
• Billable and non-billable entries kept distinct
• Unbilled work value surfaced on the dashboard and the contract

Policy decides what the client can be charged.

• Categories: mileage, travel, hotel, food, equipment and your own
• Expense policies per contract: at cost, fixed rate, marked up, or not billable
• Original currency, exchange rate and base currency all retained
• Mileage recorded with origin, destination and distance, priced from policy

Assembled from real records, then frozen.

• Draft, ready, sent, part-paid, paid, overdue and void states
• Server-side transactional numbering — no gaps, no duplicates
• Seller, customer, contract and rate snapshots on finalisation
• PDF plus an optional tokenised customer view with supporting evidence

Know exactly what has landed.

• Manual payment recording with method, date and reference
• Partial payments and overpayments handled properly
• Balances always derived from confirmed payment records
• Bank import and Open Banking matching designed for, not bolted on later

Chasing that respects the relationship.

• Collection policies at contract, client or organisation level
• Grace periods and a first / second / final reminder ladder
• Snooze an invoice with a reason when you know payment is coming
• Recommendations informed by that client's own payment history